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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,561 | $63,949-97.6% | $129,031-98.8% | $94,015-98.3% |
| Participation rate | 80.8% | 63.4%+17.3pp | 73.4%+7.4pp | 70.8%+9.9pp |
| Annual return | 18.75% | 17.56%+1.2pp | 34.67%-15.9pp | 17.84%+0.9pp |
| Employer contribution / active EE | $497 | $1,865-73.3% | $3,226-84.6% | $2,790-82.2% |
| Participant deferral / active EE | $627 | $3,686-83.0% | $5,217-88.0% | $4,249-85.2% |
| Admin fee / account holder | $593 | $5,523-89.3% | $13,208-95.5% | $8,951-93.4% |